The CAASA Digital Assets and Blockchain Day brings together speakers and participants from single and multi- family offices, institutional investors, investment dealers, Canadian and global investment management houses, and affiliated service providers.


  • September 28, 2023
  • 10:30 am – 5:00 pm ET


McMillan LLP

Brookfield Place, 181 Bay St. Suite 4400, Toronto, ON M5J 2T3

Keynote Speaker

Distinguished Speakers

Agenda 2023

Day 1

  • September 28, 2023
  • 10:30 am – 5:00 pm

  • September 28, 2023
  • 10:30 am – 5:00 pm

Day 1

10:30 am


11:00 am

Future of Staking: An Investable Security?

Just a few years ago, or perhaps a few months ago, or even a few weeks ago, many in this room may not have known what staking is. But now, it is as important to be up to speed on with regard to digital assets as knowledge of battery technology would be for those investing in EV companies. It is a driver for how these investments actually work, and are a crucial part of the infrastructure of these proof of stake digital assets. This panel is going to explain how the space works and how investors can profit from this.

Charlie Morris, CMCC Global
Erina Penkovsky, Allnodes
Eric Richmond, Coinsquare
Didier Lavallee, Tetra Trust Company

11:45 am

Institutional Grade Crypto

This is an age-old question when it comes to pretty much any investment. Is this digital asset space one that people should lock up their money in and think of it as a long-term bet, or something that they should be actively trading in order to avoid the pitfalls of a very dynamic market.

To be honest, this is a question endemic to all investments. Most would agree that real estate should be long-term, but many engage in trading new, including options on new builds, and can turn a pretty penny doing that as well. The same goes for stocks and bonds where the dichotomy between active trading, which may involve shorting, and long-term by and hold, which is about as old as a hills. How does this affect digital assets and how should investors be positioning their portfolios? This panel will talk about that and more!

12:30 am

Lunch & Keynote

Ian Morley has been an investor for more than 50 years and, as one might guess, has an opinion about many areas in the investment sphere (and many others as well!). In this keynote we will look back on what issues and hurdles the Hedge Fund industry experienced over 30 years ago and how Digital Assets are facing the same political hurdles and the opposition coming from traditional finance. As well as giving us his views on the geo-political world and how he has adapted his portfolio.

Ian Morley, Wentworth Hall Consultancy Ltd
Sue Ennis, Hut 8 Mining

1:30 pm

Now Talk – Unlocking New Horizons: Tokenization and digital assets within regulatory frameworks

Emerging technologies are reshaping the landscape of investment portfolios and activities while ensuring adherence to regulatory frameworks — particularly blockchain — can serve as the foundation for regulatory compliance with these alternative opportunities. This talk will delve into the benefits of tokenization including: enhanced liquidity, reduced friction, and increased accessibility to previously inaccessible asset classes, while emphasizing the pivotal role of blockchain technology in establishing regulatory compliance.

Vincent Kadar, Polymath

2:00 pm

NowTalk – A Review of the Investment Case for Crypto

Although Bitcoin was explicitly created to be an inflation hedge (among other things), investors naturally denominated BTC and other digital assets in fiat (usually USD) currency in order to have a frame of reference.  There are Bitcoin Maximalists that purport that BTC should be the coin of the realm but until that time we will continue to denominate all assets in fiat and compare their returns in that base currency.  This leads to the next question: are digital assets a good investment?  That can be answered positively if it produces a return stream (aka price performance) that is superior on a risk-adjusted basis and/or offers correlation benefits compared to other assets.  Even a low or negative-return security can be beneficial for a portfolio if its correlation is advantageous; and a high-returning asset can be a detriment if its downside correlation (that is, it loses value when other assets do) is greater than its upside correlation.  This talk will delve into this data to find out if digital assets are suitable options for investors.

Shaun Cumby, Virgo Asset Management

2:30 pm

NowTalk- Crypto Venture: Worth the risk?

Basically all crypto investing is venture but not all venture investing includes crypto. For investors looking at the space, is crypto/blockchain investing at this stage worth the risk and how might the performance of these investments pay off in the future…and how much do these scenarios rely upon price action of cryptocurrencies like ETH? These points and more will be discussed in this illuminating talk!

Sebastien Davies, Aquanow
Jillian Friedman Ether Capital

3:00 pm

1:1 sessions

Your opportunity to connect with other delegates.

Meetings can be scheduled beforehand with our messaging & meeting app or simply occur organically on the spot.

4:00 pm

NowTalk – Lessons from FTX: The Cost of Ignoring ODD

Everyone should know what FTX is, its so called business plan, as well as the execution of it has been a thing of Senate hearings, and likely a book from Michael Lewis in the next little while. The interesting question is how did it get to be where it was? It had sophisticated institutional investors seemingly drop the ball when it came to diligence but venture is fraught with risk. What is simply because venture capital is inherently risky without a way to mitigate losses? Is this something that given the law of large numbers one might expect to happen at some point? Or is there some universal way that investors can protect themselves from these types of scenarios? This panel will look into that and more!

Esther Zurba, Castle Hall
James Burron, CAASA

4:30 pm

End of conference

Member – Investor

End Investors: Pensions, Endowments, Foundations, Sovereign Wealth Funds, or Single Family Offices

Event Registration Closed

Non-member – Investor

End Investors: Pensions, Endowments, Foundations, Sovereign Wealth Funds, or Single Family Offices

Event Registration Closed

Member – Managers

CAASA Members

Event Registration Closed

Member – Service Providers

CAASA Members

Event Registration Closed